NEWS + INSIGHTS

FindChips reports a 39-week authorized lead time on Micron's DDR3L MT41K256M16TW-107 and describes the MT41K as a last-time-buy candidate. It names ISSI and Nanya as possible second sources. Pricing is moving the same way. TrendForce reported that DDR4 led legacy memory higher in Q1 2026, with…

TrendForce forecasts that NOR flash pricing will split by density, with AI demand pulling high-capacity parts away from the rest of the market. Parts at 256Mb and above are expected to rise 90-110% in 2H26. Parts at 128Mb and below are forecast to rise 10-20% in 4Q26. The two forecasts cover…

Reports describe Murata raising prices 15-35% on selected AI-server, automotive and RF MLCCs from April 2026, with Samsung Electro-Mechanics, Taiyo Yuden and Yageo/Kemet reportedly following (eeNews Europe). The 15-35% figure is secondary-sourced and unconfirmed by Murata. The pressure is…

Vendor offers for server memory modules remain sharply reduced, and Baird forecasts server DDR5 up 15-20% in 4Q26 after about 20% in 3Q26. Buyers should plan purchases further ahead.

Micron's fiscal Q4 2026 report on Sept. 30 is being read mainly for forward guidance, especially whether Q1 FY27 revenue guidance tops $55B. Preview coverage cites fully booked 2026 HBM capacity and DRAM spot prices up 52% since January.